Your alternative to SMSF Financial Advisors
Helping you simplify the complex.
Do you have questions about Self Managed Super Funds?
We can help you truly evaluate your investment strategy and determine if setting up an SMSF is suited to your situation or potentially overcomplicating something that could cause issues later.
Setting up an SMSF in Melbourne and already have some questions?
The good news is we are based in Melbourne and can meet with you in person, over a coffee or online remotely to help you gain clarity on whether setting up an SMSF (self-managed super fund) is right for you.
Why choose us? We’re not your average SMSF advisers…
At Creating Financial Certainty, we’re more than SMSF specialist advisers. We never look at one investment strategy in isolation, and always consider how setting you up with a SMSF will serve your overall goals. For many people the complexity of a SMSF is not always warranted and if so we’ll advise on the most appropriate type of superannuation funds.
With over 20 years’ experience in the industry, we love helping people make better decisions when it comes to creating the financial freedom that they truly desire. And, if a SMSF is right for you, ensuring that you understand your roles and responsibilities in managing the SMSF, alongside helping you prepare necessary documentation, understand compliance, and better allocate your assets is all part of what we can do.